Advisor Resource Council’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Advisor Resource Council’s Portfolio SHY Stock Details SHY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-44,056	Closed	-$3.64M	–	514
2025 Q1	$3.64M	Buy	44,056 +38,692	+721%	+$3.18M	0.29%	90
2024 Q4	$440K	Buy	+5,364	New	+$441K	0.32%	38
2024 Q2	–	Sell	-3,102	Closed	-$254K	–	191
2024 Q1	$254K	Sell	3,102 -54,706	-95%	-$4.48M	0.11%	189
2023 Q4	$4.74M	Buy	+57,808	New	+$4.7M	0.55%	46
2022 Q4	–	Sell	-6,543	Closed	-$531K	–	176
2022 Q3	$531K	Sell	6,543 -105,489	-94%	-$8.68M	0.36%	79
2022 Q2	$9.28M	Buy	112,032 +75,868	+210%	+$6.29M	0.86%	28
2022 Q1	$3.01M	Sell	36,164 -85,758	-70%	-$7.25M	0.91%	25
2021 Q4	$10.4M	Buy	121,922 +76,725	+170%	+$6.58M	0.81%	25
2021 Q3	$3.89M	Sell	45,197 -43,575	-49%	-$3.76M	1.18%	19
2021 Q2	$7.65M	Buy	+88,772	New	+$7.66M	0.8%	27

Other funds holding SHY

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Advisor Resource Council's SHY Position: Q2 2025 in Review

Advisor Resource Council sold out of iShares 1-3 Year Treasury Bond ETF (SHY) in Q2 2025, closing a stake of 44,056 shares — an estimated $3.64M sold.

Advisor Resource Council first reported a position in SHY in Q2 2021 and held it in 10 quarters. The position peaked at $10.4M in Q4 2021. 1,182 funds tracked by Wall St. Rank hold SHY as of Q2 2025.

Advisor Resource Council reported no remaining iShares 1-3 Year Treasury Bond ETF position as of Q2 2025 after selling out during the quarter.
Advisor Resource Council sold 44,056 iShares 1-3 Year Treasury Bond ETF shares in Q2 2025, an estimated $3.64M.
Advisor Resource Council first reported a position in iShares 1-3 Year Treasury Bond ETF in Q2 2021 and held it in 10 quarters.
Advisor Resource Council's iShares 1-3 Year Treasury Bond ETF position peaked at $10.4M in Q4 2021.
1,182 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2025.

Based on Advisor Resource Council's 13F filing for Q2 2025, filed 11 Aug 2025.